Plan Ledger DOL Form 5500 · updated monthly

The Siegfried Group, LLP401(k)

THE SIEGFRIED GROUP'S 401(K) PLAN · WILMINGTON, DE · plan year 2024

Reported admin expense ratio · 2024
0.06%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

The Siegfried Group, LLP reported $134,281 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,980 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.04% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 22nd-largest of 242 plans among Delaware employers on file, and the 660th of 11,654 in professional & technical services. In 2024, employees put in $2.04 for every $1.00 the employer contributed; active participation has shrunk from 1,421 to 1,269 since 2022.

Plan summary
Net assets, end of year$252,406,470
Participants with balances1,898
Active participants1,269
Employer contributions$8,858,120
Employee contributions$18,089,674
Employer contribution per active participant$6,980
Average account balance$132,985
Benefits paid to participants$17,979,117
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$252.4M · 1,898 accts · $8.9M emplr
2023$207.2M · 1,927 accts · $9.2M emplr
2022$154.2M · 1,952 accts · $10.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,596
Investment management$80,685
Total administrative$134,281
The The Siegfried Group, LLP 401(k) match · 2024
Employer contribution per active participant$6,980
Median for plans this size$3,635
2024$6,980 per active participant
2023$6,986 per active participant
2022$7,402 per active participant

The Siegfried Group, LLP's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$80,685
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$53,596

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$134,281 · 0.06%
2023$113,213 · 0.06%
2022$68,846 · 0.04%
Same employer
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The Snc-Lavalin Corporation DE$801.7M · 0.07%
Incyte Corporation DE$611.7M · 0.00%
Csc DE$544.0M · 0.04%
Interdigital, Inc. DE$138.2M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510378135 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.